Core Insights - Nvidia has adjusted its customer acquisition strategy for its DGX Cloud business, shifting focus from external customer acquisition to internal research purposes [1] - Despite the reported shift, Nvidia executive Alex Black Bjorlin stated that the external strategy remains unchanged, emphasizing the need for significant computing power for both internal research teams and external customers [1] Group 1: Business Strategy - Nvidia plans to redirect its DGX Cloud services more towards internal research, such as designing new processors and developing AI models [1] - DGX Cloud was officially launched in March 2023, aimed at providing users access to Nvidia's high-performance GPU clusters [1] Group 2: Product Overview - DGX Cloud is described as a unified AI platform based on leading cloud platforms, connecting all AI workloads to optimized Nvidia AI infrastructure [1] - The service supports demanding AI tasks, from training large language models to large-scale serverless inference, through integrated software, managed services, and expert guidance [1]

据最新消息，英伟达正逐步缩减其初兴的云计算业务。一位直接了解情况的人士表示，英伟达已经减少 了吸引企业使用这款名为DGX Cloud的云服务的努力。 有分析指出，该业务曾让英伟达与亚马逊网络服务形成准竞争关系，这一变化缓解了英伟达与其最大客 户之间的紧张关系，特别是与占其营收一半的大型云服务商的竞争压力有所减轻。 市场层面，美股周五开盘后，大型科技股多数走强，特斯拉暴涨超7%，万得美国科技七巨头指数大涨 超1%，创出历史新高。高盛在最新发布的报告中指出，当前人工智能（AI）驱动的美股科技巨头和宽 松的货币财政政策是支撑美股牛市的两大支柱。 英伟达缩减云计算业务 美东时间9月12日，据美国科技媒体The Information报道，英伟达正逐步缩减其初兴的云计算业务。 报道称，据知情人士透露，英伟达已经减少了吸引企业使用这款名为DGX Cloud的云服务的努力，并计 划主要将该服务用于自身，包括为公司内部研究人员提供支持。 这一战略调整表明，英伟达在云服务领域遭遇有限需求。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 英伟达突然曝出大动作。 黄仁勋在2023年初的财报电话会议中表示 ...

Core Viewpoint - Nvidia is gradually scaling back its nascent cloud computing business, specifically its DGX Cloud service, which indicates a shift in strategy and a reduction in competitive pressure with major cloud service providers like Amazon Web Services [1][2][3] Group 1: Business Strategy - Nvidia has reduced efforts to attract enterprises to use its DGX Cloud service, planning to primarily utilize it for internal purposes, including support for its own researchers [2][3] - The scaling back of the cloud business may reflect limited demand and market resistance to Nvidia's pricing strategy, as AI developers find the DGX Cloud servers to be more expensive than traditional cloud services [3] - Nvidia's recent quarterly report no longer specifies that its cloud spending commitments include DGX Cloud, suggesting a decreased priority for external customer service [3][4] Group 2: Market Performance - Following Nvidia's news, major tech stocks in the U.S. saw a rise, with Tesla surging over 7% and the Nasdaq index reaching a historical high [1][6] - Goldman Sachs highlighted that AI-driven tech giants and loose monetary policies are the two main pillars supporting the current bull market in U.S. stocks [1][6] - Despite uncertainties, Goldman Sachs projects a steady 7% growth in earnings per share for the S&P 500 over the next two years, reaching $262 and $280 respectively [6][8] Group 3: Competitive Landscape - Nvidia's CEO had previously envisioned a robust future for DGX Cloud, aiming to democratize access to AI chip servers for large enterprises [4] - The introduction of DGX Cloud Lepton, a new cloud service platform, has faced slow initial development, as it competes with existing cloud service providers [5]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Group 1 - The article discusses the current state of the IPO market, highlighting its robust performance and the increasing number of companies going public [1] - It addresses a specific issue related to Individual Retirement Accounts (IRAs), suggesting that some investors may face challenges that could be seen as advantageous [1] - The article also provides insights into residential real estate, answering common questions and concerns from homeowners and potential buyers [1]

Nvidia investors are getting excited about another AI giant.Nvidia (NVDA 0.37%) stock just hit new all-time highs. But there's a catch: Nvidia's latest rise has nothing to do with the company itself, at least not directly. Instead, there's another AI stock that is causing the entire industry to rise in valuation.News from Oracle is fueling Nvidia's stock priceAmazingly, no company with a market cap north of $500 billion has ever seen its stock price rise by more than 30% in a single trading day. But that's ...

Micron Technology TodayMUMicron Technology$157.02 +6.45 (+4.28%) 52-Week Range$61.54▼$157.39Dividend Yield0.29%P/E Ratio28.22Price Target$151.76Add to WatchlistThe race for artificial intelligence, and the semiconductors that drive its development, is still ongoing for the U.S. technology sector. This time, however, it is one of the more or less forgotten tech names that has recently earned the attention of the markets: Micron Technology Inc. NASDAQ: MU. Considering that it has fallen behind leaders like N ...

早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 超微电脑(SMCI.US)盘前涨近6%，报46.52美元。消息面上，公司表示已开始批量交付英伟达 (NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300 NVL72机架。 ...

超微电脑(SMCI.US)盘初涨近7%，报47美元。消息面上，公司表示已开始批量交付英伟达(NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及GB300 NVL72机架。 早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在加速在欧洲市场的人工智能工厂部署。 ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures pulling back after a record run on Wall Street. All three major indices closing at new highs on Thursday and the Dow in particular closing above 46,000 for the first time. Investors waiting for the latest look at the state of the American consumer when the University of Michigan sentiment index comes out later this morning.And all of this coming with j ...